Data Export

Your personal data

Under GDPR Article 20, you have the right to receive a copy of the personal data we hold about you in a portable format. Request an export below and we will email you a download link when it is ready.

What's included

  • • Profile information (name, email, plan, locale, marketing preferences, linked sign-in providers)

  • • All portfolios, their settings, and access permissions (collaborators and pending invitations)

  • • Assets with full valuation history and class-specific details (stocks, cash accounts, commodities, crypto)

  • • Debts with full valuation history and class-specific details (credit cards, mortgages, loans, linked assets)

  • • Bank connections and their accounts (account names, balances, asset/debt links)

  • • Bank transactions on those accounts (amounts, dates, merchants, categories)

  • • Financial goals (milestones) and what-if scenarios

  • • AI chat conversations and messages

  • • Registered devices (platform, model, app version)

  • • Notifications and feedback you've submitted

The download link will expire after 4 hours. You can request a new export at any time by returning to this page.